2017-04-04T11:32:25-05:00 2016-12-31 752841764 WDW Management Services LC PO Box 4517 Wichita Falls TX 763080517 990PF 2016-01-01 752743584 William Wright Family Foundation WILL 9407673643 PO Box 4517 Wichita Falls TX 763080517 W Dan Wright Director 2149878233 2017-04-04 1 Craig Lawrence P01060703 2149878231 108.166.182.150 2017-04-04 11:31:36 CD P BF8AC5E6D254D4A12351C435367166DC31679BC6 BF8AC5E6D254D4A12351C435367166DC31679BC6 2016 2021-01-29 14:40:06Z X 12614503 X 8341983 135 135 146948 146948 -16580 1595248 0 8 8 8472494 147091 0 0 0 6833 0 0 11 0 0 6844 0 0 630000 630000 636844 0 630000 7835650 147091 2 2 731706 7739443 7739443 3682442 4675526 4758156 282075 116902 116902 4696223 12531873 12614503 0 0 X 0 0 0 0 4696223 12531873 4696223 12531873 4696223 12531873 4696223 7835650 0 12531873 0 12531873 Ishares Russell 2000 Index 2014-11-03 2016-01-04 153861 162317 -8456 -8456 SPDR Dow Jones Intl Real Estate 2014-03-03 2016-01-04 731 782 -51 -51 SPDR Dow Jones Intl Real Estate 2015-02-02 2016-01-04 48539 55071 -6532 -6532 SPDR S&P 500 ETF 2012-07-05 2016-01-04 208540 141390 67150 67150 SPDR S&P 500 ETF 2012-11-05 2016-01-04 28073 19814 8259 8259 SPDR S&P 500 ETF 2012-12-31 2016-01-04 12833 9028 3805 3805 SPDR S&P 500 ETF 2012-12-31 2016-02-01 13474 9874 3600 3600 SPDR S&P 500 ETF 2015-02-27 2016-02-01 211353 231960 -20607 -20607 Ishares Trust ETF JP Morgan 2014-03-03 2016-05-02 24658 24284 374 374 Ishares Trust ETF JP Morgan 2014-03-03 2016-05-02 55676 54831 845 845 Ishares MSCI EAFE 2015-02-27 2016-11-01 49016 55085 -6069 -6069 Ishares Russell 2000 Index 2014-11-03 2016-11-01 11391 11210 181 181 Ishares Russell 2000 Index 2015-12-01 2016-11-01 59326 59808 -482 -482 SPDR Dow Jones Intl Real Estate 2015-02-02 2016-11-01 75192 84463 -9271 -9271 SPDR Dow Jones Intl Real Estate 2015-11-02 2016-11-01 9487 10123 -636 -636 SPDR S&P 500 ETF 2015-02-27 2016-11-01 39597 39294 303 303 SPDR S&P 500 ETF 2015-11-02 2016-11-01 142207 139187 3020 3020 Vanguard REIT Index ETF 2014-02-03 2016-11-01 14243 11443 2800 2800 Vanguard REIT Index ETF 2014-11-03 2016-11-01 89042 84424 4618 4618 Ishares MSCI EAFE 2015-02-27 2016-12-01 126269 144940 -18671 -18671 Ishares MSCI Emerging Mkts Index 2015-02-27 2016-12-01 24715 28411 -3696 -3696 Ishares MSCI Emerging Mkts Index 2015-05-01 2016-12-01 189998 234118 -44120 -44120 Oaktree Capital Group, LLC 29 29 Capital Gains Dividends P 7027 7027 7027 -16580 0 660931 4966431 0.133080 402447 5475838 0.073495 345590 5530086 0.062493 383830 5550667 0.069150 605907 5628877 0.107643 0.445861 0.089172 11397167 1016308 1471 1017779 630000 2942 0 2942 0 2942 4501 4501 1559 1559 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A William D Wright 9402353333 PO Box 4517 Wichita Falls TX 763080517 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William Dan Wright PO Box 4517 Wichita Falls TX 763080517 President/Director 0.00 0 0 0 Betty Duane Bolton PO Box 4517 Wichita Falls TX 763080517 Vice President/Director 0.00 0 0 0 Patricia Wright PO Box 4517 Wichita Falls TX 763080517 Secretary/Treasurer 0.00 0 0 0 Sarah Lowry PO Box 4517 Wichita Falls TX 763080517 Director 0.00 0 0 0 James Bolton PO Box 4517 Wichita Falls TX 763080517 Director 0.00 0 0 0 NONE 0 NONE 0 0 4370698 7183128 16902 11570728 0 0 11570728 173561 11397167 569858 569858 2942 2942 566916 0 566916 0 566916 630000 0 630000 0 630000 566916 0 0 341429 108637 72108 133761 420747 1076682 630000 0 0 0 566916 63084 0 0 1139766 0 0 0 0 0 0 341429 798337 108637 72108 133761 420747 63084 William Dan Wright X UC San Diego Foundation 10300 N Torrey Pines Road La Jolla CA 92037 Public For continuation of research 125000 United Mitochondrial Disease Foundation 8085 Saltsburg Road Pittsburg PA 15239 Public For continuation of research 400000 First Baptist Church 2003 Fannin Street Vernon TX 76384 Public Charitable 5000 Boys & Girls Club of Vernon Inc PO Box 1785 Vernon TX 76385 Public Charitable 50000 Alzheimer's Association 225 N Michigan Avenue Floor 17 Chicago IL 606017633 Public For continuation of research 50000 630000 0 14 135 14 146948 14 8 14 -16580 0 130511 0 130511 0 0 0 0 0 0 0 0 0 0 X X 1 Kelsey Louise Wright Estate 5910 NCentral Expressway Suite 1560 Dallas TX 75206 8210680 X 2 Kelsey Louise Wright Estate 5910 NCentral Expressway Suite 1560 Dallas TX 75206 100000 X 3 Kelsey Louise Wright Estate 5910 NCentral Expressway Suite 1560 Dallas TX 75206 31303 X 2 Shares of Corporate Stock - Retrotope, Inc. 100000 2016-02-15 3 Shares of Corporate Stock - Sonic Corporation 31303 2016-12-13 Additional Detail Form 990-PF, Park VII-B, Line 1a. (3) William Dan Wright, Director and Founder of the William Wright Family Foundation owns WDW Management Services, LC which furnishes partial use of office space to the William Wright Family Foundation in order to operate its grant-making and investment management activities. The use of the facilities are provided free of charge. This activity is not an act of self-dealing as codified in Section 4941 (D)(2)(C). Ishares Trust ETF JP Morgan USD Emerging 470837 460830 SPDR S&P 500 ETF 1126321 1204603 Ishares MSCI Emerging Markets Index 255624 260439 Ishares MSCI EAFE Index Fund 278403 268445 SPDR Dow Jones International Real Estate 138974 122672 Ishares Russell 2000 Index 352402 406168 Vanguard Total Bond Market ETF 894829 889983 Vanguard REIT Index 125044 133781 Calamos Convertible Bond Fund 196283 199278 SPDR Citi Intl Govt Inflation Protected Bond Fund 480075 443262 Schlumberger LTD 10139 10746 Alphabet Inc. 10256 11094 Amgen Inc. 9967 9065 Apple Inc. 10017 11929 Berkshire Hathaway Inc. Class B 10103 11409 Boeing Co. 10102 11832 Caterpillar Inc. 10085 11871 Chevron Corporation 10107 11182 Coca Cola 9952 9080 Colgate - Palmolive 9953 8769 CVS 9982 8128 Deere & Company 9972 12674 FedEx Corp 9950 11731 IBM 9993 10623 Lowes Companies 9982 8534 Mastercard Inc. 9986 11564 Merck & Co., Inc. 9905 9831 Microsoft 10068 11807 Monsanto 9954 10205 Pfizer Inc. 9986 8964 Procter & Gamble Co. 9926 9753 Sonic Corporation 31303 30089 Starbucks Corp 10031 9827 The Walt Disney Company 35062 38249 Union Pacific 10024 11301 United Technologies 10015 10524 Wal-Mart Stores Inc. 9931 9331 Wells Fargo & Company 10070 11463 Eaton Corp 9895 10734 Oaktree Capital Group, LLc 10000 8063 VF Corporation 10018 8323 Accrued Dividends AT COST 16902 16902 SPDR DB Intl Govt Inflation Protected Bond Fund AT COST 0 0 Retrotope, Inc. AT COST 100000 100000 Deductible Investment Expense 8 0 0 Interest Expense 3 0 0 Other Portfolio Income - Oaktree Capital Group 7 7 7 Gain from Contracts & Straddles 1 1 1 Kelsey Louise Wright Estate 5910 NCentral Expressway Suite 1560 Dallas TX 75206 Foreign Tax Paid 2658 0 0 Income Tax Expense 4175 0 0